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Create booked evaluation task from intake form submissions

Create booked evaluation task from intake form submissions

Intake form bookings arrive without a task or folder, leaving coordinators without context. It creates a board item, folder, and updates the contact so staff prepare same day.

Create booked evaluation task from intake form submissions

Overview

When intake bookings arrive without structure, coordinators waste time chasing context and therapists can't prepare. This flow captures each form submission into a scheduled evaluation item with a shared folder and contact update, so your staff are ready the same day.

Create booked evaluation task from intake form submissions